NTS Bearing opened its doors in 2009 to a clientele of high-net worth, prominent families.
With over 20 years of experience in the financial services industry, NTS Bearing founder and owner Nilos Sakellariou counsels his clients with his expertise in the areas of investments, planning, taxation, trusts and estates.
Sakellariou graduated with Honors in the field of Economics from The College of Wooster and has a strong background in both Mathematics and Statistics. He also earned the prestigious designation of Certified Financial Manager (CFM), a Merrill Lynch certification that addresses the needs of business owners in addition to the advanced planning needs of high-net worth families. Among his peers, Sakellariou is highly respected for his overall professionalism and his expertise in the areas of retirement/financial planning, portfolio structure, asset allocation, asset placement and security selection.
Likewise, Sakellariou’s full-time partners have met the stringent requirements of Certified Financial Planner, Certified Public Accountant and Personal Financial Specialist, the last of which is a credential granted only to CPAs with significant personal financial planning education and experience.
- Investment planning
- Custom portfolio curation
- Trusts and estates
- Institutional advising
- Tax guidance